GA
ERF

GoalVest Advisory’s Enerplus Corporation ERF Stock Holding History

GoalVest Advisory’s Portfolio ERF Stock Details ERF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-58,550
Closed -$1.15M – 413
2024
Q1 		$1.15M Buy
+58,550
New +$953K 0.38% 50

Other funds holding ERF

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

GoalVest Advisory's ERF Position: Q2 2024 in Review

GoalVest Advisory sold out of Enerplus Corporation (ERF) in Q2 2024, closing a stake of 58,550 shares — an estimated $1.15M sold.

GoalVest Advisory first reported a position in ERF in Q1 2024 and held it in 1 quarter. The position peaked at $1.15M in Q1 2024. 4 funds tracked by Wall St. Rank hold ERF as of Q2 2024.

  • GoalVest Advisory reported no remaining Enerplus Corporation position as of Q2 2024 after selling out during the quarter.
  • GoalVest Advisory sold 58,550 Enerplus Corporation shares in Q2 2024, an estimated $1.15M.
  • GoalVest Advisory first reported a position in Enerplus Corporation in Q1 2024 and held it in 1 quarter.
  • GoalVest Advisory's Enerplus Corporation position peaked at $1.15M in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Enerplus Corporation as of Q2 2024.

Based on GoalVest Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.